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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

BOBO by Bourgeois Bohème is a prestigious, invitation-only digital platform that seamlessly combines tailored financial management with luxury lifestyle services within a single, user-friendly ecosystem. It features secure wallets for families and staff, innovative payment devices that do not display names or account numbers, and highly customizable spending controls based on categories, time, and location, along with elevated transaction limits reaching up to €1 million per card, supported by comprehensive top-up and ATM functionalities. The Control Hub offers intelligent reporting, invoice matching capabilities, and role-specific access for teams and advisors, enhancing operational efficiency. Additionally, round-the-clock global lifestyle assistance is provided for administrative tasks, travel planning, and entertainment services, along with exclusive access to high-end events and experiences. With state-of-the-art security measures (including 3DS 2.2 and instant blocking/unblocking) and oversight from the UK's FCA and the EEA's ACPR, funds are securely maintained in segregated accounts, ensuring their protection even in cases of insolvency. This unique integration of high-security financial services and luxury lifestyle management sets BOBO apart in the digital landscape.

Description

We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ariath No 
Asset-Map No 
Axis LMS No 
Bancroft No 
Chief No 
CircleBlack No 
Easyflow No 
ElectroNeek No 
FP Alpha No 
Hubly No 
Integrately No 
Intulse No 
KonnectzIT No 
Levitate No 
Mimasa AI No 
MoneyGuide No 
MyRepChat No 
Raklet No 
Shift No 
Smith.ai No 

Integrations

Ariath Yes 
Asset-Map Yes 
Axis LMS Yes 
Bancroft Yes 
Chief Yes 
CircleBlack Yes 
Easyflow Yes 
ElectroNeek Yes 
FP Alpha Yes 
Hubly Yes 
Integrately Yes 
Intulse Yes 
KonnectzIT Yes 
Levitate Yes 
Mimasa AI Yes 
MoneyGuide Yes 
MyRepChat Yes 
Raklet Yes 
Shift Yes 
Smith.ai Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Bourgeois Bohème

Founded

2018

Country

Lithuania

Website

www.bobofin.com

Vendor Details

Company Name

Starburst Labs

Country

United States

Website

www.wealthbox.com

Product Features

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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